--000000000000876b200628ec2f0a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tom, Sorry about the delay with this request. Both POA for healthcare and property have been uploaded in Ella Stubel's Wellsky chart. Thank you, Malin Malin Maleegrai, LCSW Client Success Manager malin.maleegrai@thekey.com 847-853-7777 [image: TheKey] On Tue, Dec 10, 2024 at 9:03=E2=80=AFAM Tom Patterson wro= te: > Hi Malin, > > I wanted to touch base with you to confirm if you have a status update > regarding obtaining a Financial POA from Doug for Ella? > > Please let me know if you have any questions. > > Best regards, > Tom Patterson > Finance Onboarding Analyst 2 > *Please note my email has changed:* > tpatterson@thekey.com > > PH (855) 205-8007 > FAX (813) 693-5625 > EMAIL: LTCI@thekey.com > > TheKey.com > [image: TheKey] > > On Fri, 6 Dec at 10:21 AM , Diane Mockenhaupt > wrote: > Malin, > > Since Doug has scheduled another ride for Ella can we get a Financial POA > from him so that we know he is authorized to sign for her credit card > transaction. > > Thanks, > Diane > > On Fri, Dec 6, 2024 at 9:13=E2=80=AFAM Jeannie Ortiz wr= ote: > >> Good Day, >> >> We have not heard anything back regarding the documentation for POA >> paperwork or anything that states Doug is also an account holder on this >> card. Allowing someone other than the authorized account holder to sign >> can lead to several risks for our company, including: >> >> >> 1. *Unauthorized Transactions*: Payments signed by an unauthorized >> party may be contested or reversed, leading to financial and operatio= nal >> setbacks. >> 2. *Compliance Issues*: Regulatory requirements often mandate that >> only authorized account holders approve transactions. Deviating from = this >> standard can result in non-compliance penalties. >> 3. *Liability Risks*: In the event of disputes, the company could >> face legal challenges, reputational damage, or loss of customer trust= . >> >> To prevent these complications, it is essential that we verify the >> account holder=E2=80=99s identity and authorization before accepting any= payment >> forms. I appreciate your attention to this matter as we work to safeguar= d >> our processes and uphold compliance standards. >> >> *If we cannot obtain a new form, an email from the client directly >> stating that we are authorized to charge her card, which we can keep on >> file, will suffice.* >> >> Please let me know if you have any questions or need further >> clarification. >> >> Thank You, >> Jeannie Ortiz >> Finance Onboarding & Experience Manager >> jeannie.ortiz@thekey.com >> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com >> >> >> On Fri, 22 Nov at 10:13 AM , Jeannie Ortiz wrote: >> Good Day, >> >> I am writing to follow up on Tom's request concerning the Power of >> Attorney (POA) documentation. Could you please confirm whether you have = the >> requisite documents on file? Additionally, have you reached out to the